Asset-Map for Enterprises
A Scalable Platform for Enterprises
Asset-Map empowers firms to deliver personalized, scalable advice through intuitive client discovery and planning tools.
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Demonstrated Results
Built for flexibility, Asset-Map supports RIAs, Broker/Dealers, banks, credit unions, and more, with a platform to provide household data gathering and visualization for planning conversations. But what we really do is build advisor and client confidence that leads to action. And that matters because clarity is what creates confidence. The moment a client sees their full financial picture on one page, they're ready to take the next step with you.
Trusted by
leading firms
leading firms
A Full Suite of Integration Partners
Deliver a seamless client experience by connecting Asset-Map with your favorite advisor tech tools. Our open architecture lets you integrate reports and sync data effortlessly with trusted partners.
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Solutions to Meet Your Firm's Needs
Asset-Map doesn't just look good in a demo. When firms deploy it across their force, growth happens and retention improves. Here's the data from real enterprise pilots.
Sustained Growth
A Developing Field Force Survey in a Fortune 150 wealth management firm found that over seven years advisors using Asset-Map averaged a 42% compensation lift over non-users.
Delivering a Franchise Experience
A pilot in one of the largest Federal Credit Unions saw a 30% increase in production in the first 3 months with Asset-Map users.
Meeting the Needs of Investors
A wealth management firm pilot program saw life insurance applications more than double after using Asset-Map in the first 2 months.
How we partner with you
We’re here to ensure you get the most out of Asset-Map. From onboarding to long-term success, we offer flexible training and support options that align with your internal programs. Every enterprise receives a dedicated Customer Success Advisor to guide rollout, provide ongoing training, host business reviews, and keep everything running smoothly.
SmartStart Program
Custom Training Seminars
Community webinars
Asset-Map University
Boot Camp training
Unlimited 1-on-1 Case Reviews
In-App Help Center
Implementation made easy
Our collaborative approach to technical implementation is designed to work for your unique requirements. Configuration options include:
Features
Integrations
Branding
Workflows
Compliance & supervision
Administration
Security & Compliance Built In
Asset-Map is SOC 2 Type II certified and independently audited to meet the highest security standards for financial advisors. Bank-level encryption protects client data at every step, and our platform is FINRA and SEC compliant to ensure confidential financial information remains secure.
Build Advisor and Client Confidence with Asset-Map
Asset-Map is software for gathering and visualizing household financial data, but what it really does is give your advisors the clarity that moves clients from understanding to action.
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